William Stone, financial advisor Jackson MS

William Stone

CRD Number: 2647149
Current Firm: Efp Advisors

William Stone (CRD# 2647149) is an Investment Advisor Representative working at Efp Advisors in Jackson, MS and has over 26 years of experience in the finance industry.

Similar Advisors
Tiffany Ballard, financial advisor Jackson MS
Tiffany B. Ballard
CRD# 4521298
Bergland Wealth Management, Inc.
Similar Advisors
Horace Adair, financial advisor Jackson MS
Horace R. Adair
CRD# 1649163
Primerica Advisors
Similar Advisors
Richard Adair, financial advisor Jackson MS
Richard M. Adair
CRD# 1669173
Primerica Advisors
Company Name Location Dates Years
Efp Advisors Inc D/b/a W. O. Stone Advisors Jackson, MS Jan 2014 - Current 8
Purshe Kaplan Sterling Investments Albany, NY Apr 2009 - Current 13
Cs Planning Corp Jackson, MS Mar 2009 - Dec 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
S66 NASAA Uniform Combined State Law Examination Jan 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for William O. Stone
Phone Number: 601-206-0006
Registered State(s):
  • LA
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
    284
    MILLIONS
  • Total Number of Accounts
    1,226
    ACCOUNTS
  • Average Account Value
    $231,265
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, FL, GA, LA, MS, NE, TN, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.